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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.61 | 5.64 | 0.03 |
Shares | 45.74 | 45.74 | 0.00 |
Bonds | 48.52 | 48.54 | 0.02 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.41 | 16.93 |
Price to Book | 2.47 | 2.50 |
Price to Sales | 1.75 | 1.75 |
Price to Cash Flow | 10.82 | 10.48 |
Dividend Yield | 2.20 | 2.21 |
5 Years Earnings Growth | 11.11 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.58 | 20.94 |
Financial Services | 14.96 | 15.03 |
Healthcare | 11.59 | 12.26 |
Industrials | 11.35 | 11.43 |
Consumer Cyclical | 11.32 | 10.57 |
Communication Services | 6.91 | 6.54 |
Consumer Defensive | 6.26 | 6.50 |
Real Estate | 4.70 | 4.64 |
Energy | 4.10 | 4.95 |
Basic Materials | 3.94 | 4.42 |
Utilities | 2.27 | 2.71 |
Number of long holdings: 783
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Index R6 | - | 24.42 | - | - | |
JPMorgan BetaBuilders Intl Eq ETF | - | 11.30 | - | - | |
JPMorgan Core Plus Bond R6 | - | 9.75 | - | - | |
JPMorgan High Yield R6 | - | 4.75 | - | - | |
JPMorgan Inflation Managed Bond ETF | - | 3.96 | - | - | |
JPMorgan BetaBuilders US Aggt Bond ETF | - | 3.86 | - | - | |
JPMorgan BetaBuilders US Mid Cap Eq ETF | - | 3.31 | - | - | |
JPMorgan Emerging Mkts Rsrch Enh Eq R6 | - | 2.14 | - | - | |
JPMorgan BetaBuilders Emerging Mkt EqETF | - | 2.14 | - | - | |
JPMorgan BetaBuilders US Sml Cp Eq ETF | - | 1.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Core Bond R6 | 22.34B | -0.22 | -1.86 | 1.90 | ||
JPMorgan Core Bond Select | 20.18B | -0.36 | -2.03 | 1.72 | ||
JPMorgan Core Plus Bond R6 | 12.54B | -0.08 | -1.75 | 2.12 | ||
JPMorgan Strategic Income Opps Sel | 6.96B | 1.35 | 2.49 | 2.33 | ||
JPMorgan Core Plus Bond Select | 5.45B | -0.10 | -1.78 | 2.03 |
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